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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-27 |
| TX | RA | APPROVED | 2025-03-27 |
Branch Locations
26622 Towne Centre Dr, Lake Forest, CA 92610 • United States
5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tustin | CA | 10/2012 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Tustin | CA | 02/2014 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 03/2025 | Present |
AURUM UNIFIED MANAGEMENT LLC; INV RELATED; CORONA,CA; RENTAL PROPERTIES.;100% OWNERSHIP; START DATE: 01/05/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; HELIOS APEX PARTNERS LLC; INV RELATED; CORONA,CA; RETAIL SERVICES. ;49% OWNERSHIP; START DATE: 01/26/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - PINECREST AVE; INV RELATED; WICHITA,KS; RENTAL;100% OWNERSHIP; START DATE: 12/31/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-06 |
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